Transfer stock from SRN to HIN (Change of beneficial owner)
1. Receiving account - Complete details of receiving account at FinClear. Search by
account number/name and the other details will be pre-filled for you.
2. Transfer Details – Complete the SRN registration name & address.
3. Securities – List the securities to be transferred, number of units & the Security
Reference Number (SRN).
4. Documents - Download OMT form. Transfer can now be saved as a draft pending
receipt of paperwork. Once received, upload Signed OMT Form + Licence or
Passport.
*Most brokers require wet signatures + ID with each transfer request. There may
be some exceptions to this, for the latest information please contact our transfers
team.
